Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
The following is a summary of what happens when Signed document(s) come back to FYI for each of the signing services that can be integrated in FYI. This also covers the Workflow status, Threading and Stapling for the following documents:
- Original PDF document(s)
- Web Link, the signature request document created when the document is sent for signature
- Signed document(s) returned from the signing service
- Combined pack of all the Signed documents which is for multiple documents where relevant for the signing service.
Refer also to Summary of what happens when document(s) are Sent for Signing.
When the Signed document(s) come back to FYI
Adobe Sign
| Feature | Adobe Sign |
|---|---|
|
Single document After Signed document is Threaded, the Original PDF document Workflow Status is: |
Pending Client Signature |
|
Single document Workflow Status of the Web Link is: |
Pending Client Signature |
|
Multiple documents After Signed documents are Threaded, the Original PDF document Workflow Status is: |
Pending Client Signature |
|
Multiple documents Workflow Status of the Web Link is: |
Pending Client Signature |
|
Multiple documents Sent with Workflow Status set to "Pending Approval" in FYI, approved in signing service and sent to Client. |
Pending Client Signature |
| Workflow Status of the Signed document is: | Client Signed |
|
Single Document When the Signed document comes back to FYI, Thread is formed. |
Yes |
|
Single Document Thread contains: Original PDF document, Signed document and Web Link |
Yes |
| Web Link and Signed document have different reference number | Yes |
| When Multiple Recipients have been selected Import document when all parties are signed | Yes |
| When Multiple Documents are sent, a Combined pack of all the Signed documents is created. This is Stapled and Threaded with the Web Link | Yes |
| Workflow Status of the Combined pack of all the Signed documents is: | Client Signed |
| Web Link and Combined pack of all the Signed documents have different reference numbers | Yes |
|
Multiple documents Documents that are Threaded with the Web Link |
Signed documents Combined pack of all the Signed documents |
|
Multiple Documents Documents that are Threaded with the Original PDF document |
Signed PDF document |
|
Multiple Documents Documents that are Stapled together |
Original PDF documents Signed documents Web Link Combined pack of all the Signed documents |
| Method used to import signed document(s) into FYI | Direct |
|
Single Document When Subject in the Send for Signature is not changed |
Web Link has same name as Original PDF document Signed document has same name as the Original PDF document
|
|
Multiple Documents When Subject in the Send for Signature is not changed |
Web Link has same name as the first selected document Signed document has same name as the Original PDF document Combined Pack of all the signed documents has the same name as the Web Link |
|
Single Document When Subject in the Send for Signature is changed |
Web Link has the name as per the Subject Signed document has the name as per the Subject |
|
Multiple Documents When Subject in the Send for Signature is changed |
Web Link has the name as per the Subject Signed document has the name as per the Subject Combined Pack of all the signed documents has the name as per the Subject |
Annature
| Feature | Annature |
|---|---|
|
Single document After Signed document is Threaded, the Original PDF document Workflow Status is: |
Pending Client Signature |
|
Single document Workflow Status of the Web Link is: |
Pending Client Signature |
|
Multiple documents After Signed documents are Threaded, the Original PDF document Workflow Status is: |
Pending Client Signature |
|
Multiple documents Workflow Status of the Web Link is: |
Pending Client Signature |
|
Multiple documents Sent with Workflow Status set to "Pending Approval" in FYI, approved in signing service and sent to Client. |
n/a |
| Workflow Status of the Signed document is: | Client Signed |
|
Single Document When the Signed document comes back to FYI, Thread is formed. |
Yes |
|
Single Document Thread contains: Original PDF document, Signed document and Web Link |
Yes |
| Web Link and Signed document have different reference number | Yes |
| When Multiple Recipients have been selected Import document when all parties are signed | Yes |
| When Multiple Documents are sent, a Combined pack of all the Signed documents is created. This is Stapled and Threaded with the Web Link | Yes |
| Workflow Status of the Combined pack of all the Signed documents is: | Client Signed |
| Web Link and Combined pack of all the Signed documents have different reference numbers | Yes |
|
Multiple documents Documents that are Threaded with the Web Link |
Signed documents Combined pack of all the Signed documents |
|
Multiple Documents Documents that are Threaded with the Original PDF document |
Signed PDF document |
|
Multiple Documents Documents that are Stapled together |
Original PDF documents Signed documents Web Link Combined pack of all the Signed documents |
| Method used to import signed document(s) into FYI | Direct |
|
Single Document When Subject in the Send for Signature is not changed |
Web Link has same name as Original PDF document Signed document has same name as the Original PDF document |
|
Multiple Documents When Subject in the Send for Signature is not changed |
Web Link has same name as the first selected document Signed document has same name as the Original PDF document Combined Pack of all the signed documents has the same name as the Web Link |
|
Single Document When Subject in the Send for Signature is changed |
Web Link has the name as per the Subject Signed document has the name as per the Subject |
|
Multiple Documents When Subject in the Send for Signature is changed |
Web Link has the name as per the Subject Signed document has the name as per the Subject Combined Pack of all the signed documents has the name as per the Subject |
DocuSign
| Feature | DocuSign |
|---|---|
|
Single document After Signed document is Threaded, the Original PDF document Workflow Status is: |
Pending Client Signature |
|
Single document Workflow Status of the Web Link is: |
Client Signed |
|
Multiple documents After Signed documents are Threaded, the Original PDF document Workflow Status is: |
Pending Client Signature |
|
Multiple documents Workflow Status of the Web Link is: |
Pending Client Signature |
|
Multiple documents Sent with Workflow Status set to "Pending Approval" in FYI, approved in signing service and sent to Client. |
n/a |
| Workflow Status of the Signed document is: | Client Signed |
|
Single Document When the Signed document comes back to FYI, Thread is formed. |
Yes |
|
Single Document Thread contains: Original PDF document, Signed document and Web Link |
Yes |
| Web Link and Signed document have different reference number | No Same as Original PDF document |
| When Multiple Recipients have been selected Import document when all parties are signed |
Yes (Single Client Only) |
| When Multiple Documents are sent, a Combined pack of all the Signed documents is created. This is Stapled and Threaded with the Web Link | No |
| Workflow Status of the Combined pack of all the Signed documents is: | n/a |
| Web Link and Combined pack of all the Signed documents have different reference numbers | n/a |
|
Multiple documents Documents that are Threaded with the Web Link |
None |
|
Multiple Documents Documents that are Threaded with the Original PDF document |
Signed PDF document |
|
Multiple Documents Documents that are Stapled together |
Original PDF documents Signed documents Web Link |
| Method used to import signed document(s) into FYI | FYI - My Imports |
|
Single Document When Subject in the Send for Signature is not changed |
Web Link has same name as Original PDF document Signed document has same name as the Original PDF document |
|
Multiple Documents When Subject in the Send for Signature is not changed |
Web Link has same name as the first selected document Signed document has same name as the Original PDF document
|
|
Single Document When Subject in the Send for Signature is changed |
Web Link has the name as per the Subject Signed document has the name as per the Subject |
|
Multiple Documents When Subject in the Send for Signature is changed |
Web Link has the name as per the Subject Signed document has the name as per the Subject
|
FuseSign
| Feature | FuseSign |
|---|---|
|
Single document After Signed document is Threaded, the Original PDF document Workflow Status is: |
Pending Client Signature |
|
Single document Workflow Status of the Web Link is: |
Client Signed |
|
Multiple documents After Signed documents are Threaded, the Original PDF document Workflow Status is: |
Pending Client Signature |
|
Multiple documents Workflow Status of the Web Link is: |
Client Signed |
|
Multiple documents Sent with Workflow Status set to "Pending Approval" in FYI, approved in signing service and sent to Client. |
n/a |
| Workflow Status of the Signed document is: | Client Signed |
|
Single Document When the Signed document comes back to FYI, Thread is formed. |
Yes |
|
Single Document Thread contains: Original PDF document, Signed document and Web Link |
No Web Link is not Threaded to Original PDF document and Signed document |
| Web Link and Signed document have different reference number | No Same as Original PDF document |
| When Multiple Recipients have been selected Import document when all parties are signed | Yes |
| When Multiple Documents are sent, a Combined pack of all the Signed documents is created. This is Stapled and Threaded with the Web Link | No |
| Workflow Status of the Combined pack of all the Signed documents is: | n/a |
| Web Link and Combined pack of all the Signed documents have different reference numbers | n/a |
|
Multiple documents Documents that are Threaded with the Web Link |
None |
|
Multiple Documents Documents that are Threaded with the Original PDF document |
Signed PDF document |
|
Multiple Documents Documents that are Stapled together |
Original PDF documents Signed documents Web Link |
| Method used to import signed document(s) into FYI | Direct |
|
Single Document When Subject in the Send for Signature is not changed |
Web Link has same name as Original PDF document Signed document has same name as the Original PDF document
|
|
Multiple Documents When Subject in the Send for Signature is not changed |
Web Link has same name as the first selected document Signed document has same name as the Original PDF document
|
|
Single Document When Subject in the Send for Signature is changed |
Web Link has the name as per the Subject Signed document has the name as per the Subject |
|
Multiple Documents When Subject in the Send for Signature is changed |
Web Link has the name as per the Subject Signed document has the name as per the Subject
|
myprosperity
| Feature | myprosperity |
|---|---|
|
Single document After Signed document is Threaded, the Original PDF document Workflow Status is: |
Pending Client Signature |
|
Single document Workflow Status of the Web Link is: |
Pending Client Signature |
|
Multiple documents After Signed documents are Threaded, the Original PDF document Workflow Status is: |
n/a |
|
Multiple documents Workflow Status of the Web Link is: |
n/a |
|
Multiple documents Sent with Workflow Status set to "Pending Approval" in FYI, approved in signing service and sent to Client. |
n/a |
| Workflow Status of the Signed document is: | Client Signed |
|
Single Document When the Signed document comes back to FYI, Thread is formed. |
Yes |
|
Single Document Thread contains: Original PDF document, Signed document and Web Link |
Yes |
| Web Link and Signed document have different reference number | Yes |
| When Multiple Recipients have been selected Import document when all parties are signed | Yes |
| When Multiple Documents are sent, a Combined pack of all the Signed documents is created. This is Stapled and Threaded with the Web Link | n/a |
| Workflow Status of the Combined pack of all the Signed documents is: | n/a |
| Web Link and Combined pack of all the Signed documents have different reference numbers | n/a |
|
Multiple documents Documents that are Threaded with the Web Link |
n/a |
|
Multiple Documents Documents that are Threaded with the Original PDF document |
n/a |
|
Multiple Documents Documents that are Stapled together |
n/a |
| Method used to import signed document(s) into FYI | Direct |
|
Single Document When Subject in the Send for Signature is not changed |
n/a |
|
Multiple Documents When Subject in the Send for Signature is not changed |
n/a |
|
Single Document When Subject in the Send for Signature is changed |
n/a |
|
Multiple Documents When Subject in the Send for Signature is changed |
n/a |